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Washington Trust’s Southwest Gas SWX Stock Holding History

Washington Trust’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16
Closed -$999 – 958
2023
Q1 		$999 Buy
16
+1
+7% +$64 ﹤0.01% 898
2022
Q4 		$928 Hold
15
– – ﹤0.01% 911
2022
Q3 		$1K Hold
15
– – ﹤0.01% 902
2022
Q2 		$1K Sell
15
-1
-6% -$88 ﹤0.01% 904
2022
Q1 		$1K Hold
16
– – ﹤0.01% 912
2021
Q4 		$1K Sell
16
-5
-24% -$345 ﹤0.01% 914
2021
Q3 		$1K Buy
21
+6
+40% +$419 ﹤0.01% 1034
2021
Q2 		$1K Hold
15
– – ﹤0.01% 1023
2021
Q1 		$1K Sell
15
-2
-12% -$127 ﹤0.01% 984
2020
Q4 		$1K Sell
17
-2
-11% -$132 ﹤0.01% 965
2020
Q3 		$1K Buy
19
+4
+27% +$267 ﹤0.01% 954
2020
Q2 		$1K Buy
15
+2
+15% +$145 ﹤0.01% 846
2020
Q1 		$1K Buy
+13
New +$934 ﹤0.01% 920
2018
Q3 		– Sell
-11
Closed -$1K – 733
2018
Q2 		$1K Buy
+11
New +$803 ﹤0.01% 907

Other funds holding SWX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Washington Trust's SWX Position: Q2 2023 in Review

Washington Trust sold out of Southwest Gas (SWX) in Q2 2023, closing a stake of 16 shares — an estimated $999 sold.

Washington Trust first reported a position in SWX in Q2 2018 and held it in 14 quarters. The position peaked at $1K in Q3 2022. 271 funds tracked by Wall St. Rank hold SWX as of Q2 2023.

  • Washington Trust reported no remaining Southwest Gas position as of Q2 2023 after selling out during the quarter.
  • Washington Trust sold 16 Southwest Gas shares in Q2 2023, an estimated $999.
  • Washington Trust first reported a position in Southwest Gas in Q2 2018 and held it in 14 quarters.
  • Washington Trust's Southwest Gas position peaked at $1K in Q3 2022.
  • 271 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2023.

Based on Washington Trust's 13F filing for Q2 2023, filed 27 Jul 2023.